Triad Wealth Partners’s Innovator US Equity 5 to 15 Buffer ETF Quarterly EALT Stock Holding History

Triad Wealth Partners’s Portfolio EALT Stock Details EALT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.55M	Buy	105,730 +41,748	+65%	+$1.47M	0.28%	70
2025 Q4	$2.26M	Buy	63,982 +10,885	+21%	+$381K	0.21%	82
2025 Q3	$1.83M	Buy	53,097 +25,041	+89%	+$841K	0.24%	72
2025 Q2	$914K	Buy	28,056 +13,846	+97%	+$432K	0.18%	94
2025 Q1	$437K	Buy	+14,210	New	+$459K	0.14%	115

Other funds holding EALT

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Triad Wealth Partners's EALT Position: Q1 2026 in Review

Triad Wealth Partners increased its Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) stake by 65% in Q1 2026, buying an estimated $1.47M and bringing the position to 105,730 shares worth $3.55M. The position accounts for 0.28% of the portfolio, ranked #70.

Triad Wealth Partners first reported a position in EALT in Q1 2025 and has held it in 5 quarters since. 61 funds tracked by Wall St. Rank hold EALT as of Q1 2026.

Triad Wealth Partners held 105,730 shares of Innovator US Equity 5 to 15 Buffer ETF Quarterly worth $3.55M as of Q1 2026.
Triad Wealth Partners bought 41,748 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q1 2026, an estimated $1.47M.
Innovator US Equity 5 to 15 Buffer ETF Quarterly made up 0.28% of Triad Wealth Partners's portfolio in Q1 2026, its #70 holding.
Triad Wealth Partners first reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly in Q1 2025 and has held it in 5 quarters since.
61 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.